Julia Thompson

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Ubs Financial Services
  Portsmouth, NH

Other Businesses

New Heights / 100 Campus Drive, Suite 23 Portsmouth,New Hampshire 03801 / Foundation/ Other Learning Organization for Youth / Provides experiential learning programs for fifth through twelfth grade youths. Programs are intentionally designed to break barriers and open minds, with engaging, fun, and unexpected opportunities to try new things in new ways. / Member of Board of Directors / / Attending Board of Directors Meetings / Start Date 08/12/2016 / YMCA of the Seacoast / 550 Peverly Hill Road Portsmouth,New Hampshire 03801 / Foundation/ Other Non profit for youth development / The YMCA's mission is to improve the nation's health and well being and provide opportunities to give back and support neighbors. / Other / Board of Advisors for the Portsmouth, NH YMCA / Attending meetings, helping with events and getting involved in the local community. / Start Date 10/28/2016 /

Exams

• S66 Uniform Combined State Law Examination
  2016-03-18

Other Names

• Julia Marie Ghigliotti
• Julia Ghigliotti